RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
201Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
202The Burney Company$389,195$1,684,823,900$1,684,823,900
203Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
204Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
205Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
206Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
207Colony Family Offices$4,524,180$1,576,870,343$47,310,290$1,624,180,633
208Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
209Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
210Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
211Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
212Radnor Financial Advisors, LLC$628,244$1,600,764,456$1,600,764,456
213Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
214Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
215Beirne Wealth Consulting Services, LLC$1,050,189$354,425,321$1,235,561,064$1,589,986,385
216Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
217Biltmore Family Office, LLC$2,263,571$887,552,705$696,947,068$1,584,499,773
218North Star Asset Management Inc$764,815$1,551,233,500$25,815,519$1,577,049,019
219Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
220Birch Hill Investment Advisors LLC$1,407,746$1,562,274,409$1,731,230$1,564,005,639
221Argent Wealth Management$808,800$1,163,966,759$397,017,930$1,560,984,689
222Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
223Mcf Advisors, LLC$401,136$982,434,034$568,757,874$1,551,191,908
224Waters, Parkerson & Co., LLC$914,740$1,431,372,665$100,817,010$1,532,189,675
225Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
226Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
227Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
228Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
229Arlington Partners Llc$2,728,079$1,510,355,151$6,456,768$1,516,811,919
230Farr Miller & Washington$1,343,364$1,505,292,700$4,648,251$1,509,940,951
231Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
232Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
233Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
234West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
235The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
236Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
237Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
238Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
239Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
240The Welch Group$1,428,705$1,431,562,472$1,431,562,472
241Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
242Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
243GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
244Heritage Financial Services$326,835$1,411,598,462$1,411,598,462
245Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
246The Wealth Consulting Group$215,431$1,295,086,137$113,399,636$1,408,485,773
247Pegasus Partners$741,386$1,314,698,063$89,486,566$1,404,184,629
248Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
249Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
250The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
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Showing 201 to 250 of 2,205 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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